A View from the Perch

What is Financial Planning?


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A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing what is financial planning? We go in depth answering some of the basics about when you should start to use a financial plan and who it is meant for. Later in the podcast we dive deeper into different types of stratagies within the financial plan to help increase successfulness, how much a plan costs, how to learn more about the ins and outs of financial planning, how a financial plan can help be prepared for emergencies, and how Parrott Wealth Management focuses on customer service in order to provide trust and comfort to our clients during the planning process.

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A View from the PerchBy Parrott Wealth Management